Call Agentforce Agents from Claude: Agent API + MCP Guide
Want Claude to invoke your Agentforce agents? Learn how Salesforce's Agent API handles auth and sessions, and how an MCP wrapper makes agents callable.
SI, AI & Claude for CRM · Author
Articles by David Cockrum
Latest articles
Anthropic Usage Policy: Finance Tasks Needing Human Sign-Off
Anthropic's 2026 Usage Policy update names the finance, credit, and insurance recommendations that require qualified human review. Effective November 12.
SI vs AI: what Executive Order 14434 means for CRM teams
Executive Order 14434 tells federal agencies to say Super Intelligence (SI). What it requires, what stays the same and what SI and AI mean for CRM teams.
Claude Chat vs. Claude Cowork: Which Should You Use?
Claude Chat vs. Claude Cowork compared: how each works, which tasks fit each, why Cowork consumes usage faster, and how to measure it on your own plan.
ChatGPT Finances Is Free: Does Your CRM See the Full Household?
ChatGPT Finances is free in the U.S. See why it raises household-data and CRM-completeness questions for RIA and bank leaders.
Salesforce in Claude vs. Claude in Salesforce: How to Choose
Salesforce in Claude or Claude in Salesforce? Compare where your people work, plus governance and data-readiness checks for regulated firms.
AI in Salesforce Records for Financial Services
How financial services teams can use AI in Salesforce records without buying Agentforce: included features, Claude and OpenAI callouts, MCP and compliance.
AI needs a deployment layer, and regulated firms need it most
David Cockrum on why deploying AI agents in banks, RIAs and insurers takes far more work than buyers expect, and the sequence that gets agents into production.
Anthropic IPO: A Vendor-Continuity Plan for Claude Teams
The Anthropic IPO won't rewrite your Claude contract, but it can change vendor risk. Use this checklist to protect agents, costs, and model choice.
Claude Opus 5.5: What Changed, What Breaks, and How to Upgrade
Claude Opus 5.5 is here. See what changed from Opus 5, the four breaking API changes, what admins should know, and a one-week upgrade plan.
We ran Palmata on our own website. Here's what AI answer engines say about us.
How Palmata audits AI answer engine visibility, what our October 2026 baseline found about Vantage Point, and the content fixes we made in two days.
AI Agent Disclosures: What Insurify's Block of Meta's Muse Means
AI agent disclosures are now a distribution issue. Insurify blocked Meta's Muse over missing quote context. See how regulated sellers keep terms attached.
Talk to a senior consultant